BOXX icon

Alpha Architect 1-3 Month Box ETF

169 hedge funds and large institutions have $1.06B invested in Alpha Architect 1-3 Month Box ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
2.45%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
32
Increased
76
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
126
Stratos Wealth Advisors
Ohio
$371K +$117K +1,075 +46%
MA
127
MKT Advisors
California
$359K +$327 +3 +0.1%
CCM
128
Condor Capital Management
New Jersey
$353K +$3.38K +31 +1%
MW
129
Marcum Wealth
Ohio
$347K +$40.2K +369 +13%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$344K
WS
131
Wedbush Securities
California
$341K -$32.1K -295 -9%
MFT
132
Moisand Fitzgerald Tamayo
Florida
$338K
Vontobel Holding
133
Vontobel Holding
Switzerland
$327K
GWM
134
Greenwich Wealth Management
Connecticut
$325K +$325K +2,983 New
BRWA
135
B. Riley Wealth Advisors
Florida
$316K +$316K +2,900 New
HAM
136
Harmony Asset Management
Arizona
$311K -$5.45K -50 -2%
SFC
137
Strategic Financial Concepts
Texas
$310K -$63.7M -584,623 -100%
SPWM
138
Straight Path Wealth Management
Michigan
$306K +$43.6K +400 +17%
Goldman Sachs
139
Goldman Sachs
New York
$305K
PSCM
140
Per Stirling Capital Management
Texas
$286K
SWM
141
SeaCrest Wealth Management
New York
$283K
PWA
142
Peterson Wealth Advisors
Utah
$261K +$261K +2,399 New
SA
143
Skyline Advisors
Washington
$258K +$258K +2,366 New
SI
144
Stephens Inc
Arkansas
$257K
Baird Financial Group
145
Baird Financial Group
Wisconsin
$256K +$256K +2,350 New
HFAS
146
Hummer Financial Advisory Services
Illinois
$240K
CIAS
147
Capital Investment Advisory Services
North Carolina
$234K
OFA
148
Oak Family Advisors
Illinois
$228K
BPA
149
Beacon Pointe Advisors
California
$218K +$545 +5 +0.3%
RWP
150
Ridgecrest Wealth Partners
California
$212K +$212K +1,950 New